+56.5%
IBIT vs APD
+24.6%
+31.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.6% |
| 7D | -5.4% | -0.2% | -5.2% | -5.3% |
| 30D | -10.5% | +11.0% | -21.5% | -12.4% |
| 3M | +15.0% | +1.3% | +13.7% | +14.7% |
| 6M | -8.3% | +6.4% | -14.7% | -9.6% |
| YTD | -16.1% | +28.9% | -45.0% | -21.7% |
| 1Y | -30.8% | +23.2% | -54.0% | -34.7% |
| All | +56.5% | +24.6% | +31.9% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling